A good client has realistic expectations. Legal cases often take months or even years. Courts are overloaded, opposing ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

In agency life or consulting, writing is more than just words on a page. It’s about telling a story that helps people understand and take action. Whether you’re creating a client presentation or a ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

A good client experience can be the dividing line between success and failure. In client service, building transparency and rapport with clients, who, for their part, want to work with a team that ...

The foundation of the relationship between a lawyer and a client is built upon trust, communication, and professionalism. It is the lawyer’s responsibility to represent and protect the client's best ...

In this age of instant communications and frenetic multitasking, financial advisors shouldn’t overlook an old-school respite from the daily grind: the client event. In fact, with spring in bloom, this ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. The best dance partners streak across the floor, perfectly in sync. But it’s obvious when a ...